Clarence Carroll III

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Christine Meitzler is a Series 66-licensed financial advisor with First Command Advisory Services, based in Enterprise, Alabama. She has seven years of industry experience and has worked with several First Command entities since 2018. Prior to her financial advisory career, she spent over a decade in education with the School District of Hillsborough County and Enterprise City Schools. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management via an in-house Investment Management Team.

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in education and farm management. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage recommendations. The firm emphasizes advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement along with discretionary Asset Management Solutions portfolios.

Kimberley Foisie is a financial advisor at First Command Advisory Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones Investments and in roles outside finance, including at Ventura Coast Brewing Company. Kimberley is based in Geneva, Alabama. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage, and insurance products. The firm emphasizes advisor-led, face-to-face financial coaching and provides structured 12-month planning engagements alongside discretionary asset management using in-house model portfolios.